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BAI

iShares A.I. Innovation and Tech Active ETF
BAI

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
476
Advisor OS
Illinois
$501K +$45.9K +1,010 +12%
FGC
477
First Growth Capital
Maryland
$495K +$427K +9,393 New
XT
478
XTX Topco
Cayman Islands
$491K +$423K +9,319 New
AWMI
479
Aegis Wealth Management (Iowa)
Iowa
$486K -$36.4K -802 -8%
FIM
480
Freedom Investment Management
Connecticut
$476K +$2K +44 +0.5%
HIA
481
Harbor Investment Advisory
Maryland
$472K +$246K +5,426 +153%
EFS
482
Essex Financial Services
Connecticut
$471K +$111K +2,450 +38%
OFS
483
OneAscent Financial Services
Alabama
$470K -$2.5K -55 -0.6%
CIM
484
Catalyst Investment Management
New Hampshire
$465K -$585K -12,883 -59%
CIA
485
Cape Investment Advisory
Georgia
$462K -$61.6K -1,356 -13%
SWM
486
SeaCrest Wealth Management
New York
$460K +$4.27K +94 +1%
OPWM
487
Oregon Pacific Wealth Management
Oregon
$458K -$38K -837 -9%
FEM
488
Fulcrum Equity Management
Texas
$457K -$131K -2,882 -25%
KWA
489
Kingswood Wealth Advisors
California
$450K -$89.1K -1,962 -19%
HIM
490
Hanlon Investment Management
New Jersey
$446K -$174K -3,821 -31%
AF
491
ASL Financial
California
$443K +$31.5K +693 +9%
SSCA
492
South Shore Capital Advisors
Massachusetts
$433K +$374K +8,222 New
MC
493
Moors & Cabot
Massachusetts
$433K +$373K +8,221 New
BPA
494
Beacon Pointe Advisors
California
$429K +$370K +8,139 New
RFP
495
RCS Financial Planning
Maryland
$423K -$93.4K -2,055 -20%
BWM
496
BAM Wealth Management
Colorado
$419K -$39.1K -860 -10%
CIG
497
Cascade Investment Group
Colorado
$416K -$15.9K -350 -4%
EWM
498
Endowment Wealth Management
Wisconsin
$414K +$357K +7,859 New
FWWM
499
Fiscal Wisdom Wealth Management
Connecticut
$413K -$8.31K -183 -2%
LWM
500
LongView Wealth Management
Georgia
$408K -$93.6K -2,060 -21%
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